Welcome to the Job Posting Area of the Financial Planning Association of Northern New England. This area of the website has been created to alert our members of positions within the financial services area which may be of interest. Our general policy for posting positions is that the positions be either from member firms or from other non-member financial service providers with a relevant connection to our industry. FPANNE reserves the right to remove a job posting or refuse to post a position at any time. Please note that contact regarding any of the positions shown below should be made directly with the hiring official indicated and not with FPANNE. Thank you.
Do you have a position you would like to post? Please submit the position description including all contact information and links to here.
Wealth Management Director (posted July 30, 2018)
Newfound Associates is a Massachusetts based executive search firm that specializes in Wealth Management recruitment. We are presently conducting a Wealth Management Director search for a well-established Northern New England Registered Investment Advisory firm with relationships throughout VT, NH, Western MA and Upstate NY.
This is a planning-oriented RIA of $90MM and the Director will be responsible for maintaining client relationships, plan preparation/reviews and business growth. This role will have 2 direct reports including administrative support. The firm offers a holistic planning process which includes investment selection, retirement planning, tax/estate planning, education planning, cash flow/budgeting, stock diversification and charitable giving strategies.
The ideal candidate will preferably have a CFP, 8 to 20 years of relevant work experience and a Bachelor’s Degree from an accredited institution. The successful individual must be well-organized, technology proficient, a good communicator and team player as the RIA is an integral part of a larger financial services business. Our client offers a very competitive base salary plus bonus and a comprehensive benefit plan.
If you or anyone in your network is interested in hearing more about this opportunity, please contact Natalie Velasquez directly at firstname.lastname@example.org.
Certified Personal Financial Counselor (posted April 2, 2018)
*This position qualifies for a special assignment bonus*
Zeiders is an industry leader in military and family support. Our company’s reputation is based on providing top quality service with exceptional, dedicated employees. This approach has earned client confidence and repeat business from satisfied customers. Headquartered in Woodbridge, VA, Zeiders’ employees support clients worldwide in behavioral health, military family resiliency, work-life education programs, and related services. We seek individuals with strong passion for what we do and our commitment to quality service. Job Summary: The Personal Financial Counselor (PFC) program is seeking qualified individuals to work full-time with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning. These full-time positions are located on military installations throughout the continental United States and selected overseas locations.
Principal Responsibilities: The majority of Service Members and their families will require financial counseling and education to assist with establishing a basic level of financial literacy, good financial behavior and habits, long term financial planning to include retirement planning. The PFCs will be responsible for: • Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens. • Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability. • Teaching Service members (and their families) money management techniques to encourage them to live within their means. • Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month. • Educating military families on the importance of maintaining excellent credit histories and ratings. • Establishing, monitoring, and protecting their credit. • Teaching Service Members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc. • Educating and counseling Service Members – about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan. • Assisting with tax planning. • Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
Other duties as assigned. PFCs will traditionally provide support in one of three ways. Any combination of the three may be requested by the installation coordinator. • Face-to-Face financial counseling: PFCs support and educate individuals and families to help address specific needs, including provision of appropriate resource referrals. • Financial briefings: Facilitate briefings designed to promote awareness and educate Service Members and their families on various personal finance topics. PFCs facilitate requested briefings using a library of approved presentations and handouts on a variety of financial topics. • Resource table: PFCs perform outreach and engage event attendees in conversations about setting financial goals, guidance to appropriate resources, as well as discussions on all areas of personal finance.
REQUIRED QUALIFICATIONS: • A minimum of a Bachelor’s degree coupled with 2+ years of experience in financial counseling or education. • A national certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR Chartered Financial Consultant (ChFC). • Counselors shall maintain a valid, unrestricted motor vehicle license. • Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint). • A criminal history background check that includes a credit check, as well as an FBI fingerprint check are required to work in this program.
DESIRED QUALIFICATIONS: • Previous military experience (including military spouses and/or as a service provider) • Ability to travel up to 10% including some weekends with advanced notice. • Ability to facilitate financial workshops and trainings to large groups and ability to tailor presentations to audiences as needed. • Knowledge, skills, and abilities such as: o Working knowledge of military, state, federal, and local resources. o Understanding, sensitivity, and empathy for Service members and their family members. o Ability to develop trusting helping relationships. o Ability to work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds. o Ability to use sound professional judgment, ethical practice, and common sense. Ability to develop, implement, and evaluate financial needs of individuals and families. Other Skills and Abilities: All positions that require access to U.S. Government facilities and systems require U.S. Citizenship, and reliable transportation to travel to assigned locations and nearby facilities. Physical Demands: Sits, stands, bends, lifts, and moves intermittently during working hours. The employee must occasionally lift and/or move up to 40 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. • Please view Equal Employment Opportunity Posters provided by OFCCP here. • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Zeiders Enterprises, Inc. is an Equal Opportunity Employer. #ZR
Interested individuals can apply here:
Please let me know if more information is needed.
Zeiders Enterprises, Inc.
2750 Killarney Drive, Suite 100
Woodbridge, VA 22192
email@example.com | Phone: 703.496.9000 | www.zeiders.com